WHO WE ARE

ABOUT TRAILBLAZER

We are a financial planning and wealth management firm located in Birmingham Alabama. We have offices in downtown Birmingham and in Hoover. 


Although we’re a local boutique style firm, we have a national footprint and help service clients across the country. 


We’re technology friendly and happy to connect with you in whatever capacity suits you best: 

Phone, Video Conference or the “old-fashioned way”--face to face in our office or over a cup of coffee at your favorite place.

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WHY TRAILBLAZER?

We want to help profoundly improve and protect your quality of life and business through productive, meaningful and authentic financial relationships. 

Yes. Relationships. 

Trailblazer Financial Planning aims to differentiate ourselves from others in our industry by utilizing the P3 method to create a wider array of services to offer, delivering them in a superior way, and keeping relationships at the core of our practice. 

MISSION

To help significantly reduce the work, worry, confusion and uncertainty you experience around your personal or business finances, by developing a custom plan that leads you toward clarity and success.

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CONNECT WITH US

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